Tag Archives: Asset Allocation

Great Expectations

There are so many factors that influence the economy and investment markets, but the most important factor is how much cash an investment generates.  For companies this is profit, while property provides rent (net of costs). If we think income will grow faster in the future, we pay more for the asset now. If we […]

The Three Little Pigs

We could try to give you an explanation of the market movements over the last few months. It would include a discussion about liquidity injections, massive policy action, or other intelligent sounding explanations you might like. However, in the real-world time moves forward and an uncertain world looks very different from a hindsight perspective. Investors […]

Market Update – Coronavirus

As we are discussing a virus, we apologise if this update seems a bit callous and focuses on this event from an economic and market perspective. We saw price declines yesterday, after which the US futures were heading up and then the US received the following announcement. “We expect we will see community spread in […]